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New Horizon Financial Presents

New Horizon Financial Presents. “ Our solution to your companies retirement needs ”. “My 401k is now a 201k”. If your company has a 401k or similar retirement plan, this phrase has become all too familiar over the last three years. Commitment.

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New Horizon Financial Presents

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  1. New Horizon FinancialPresents “Our solution to your companies retirement needs”

  2. “My 401k is now a 201k” • If your company has a 401k or similar retirement plan, this phrase has become all too familiar over the last three years.

  3. Commitment • The fact that your company has a retirement plan shows your commitment to your employees. • New Horizon Financial would like to help strengthen the commitment to your employees.

  4. How We Can Help • We at new Horizon Financial have the same type of commitment when we educate on retirement plans for small to medium sized businesses.

  5. Our Promise • We promise to have a representative from our office assigned to your company. • The representative’s duty is to discuss, educate, and review for each employee their retirement plan choices. • This review will be done on your premises every 6 months at NO COST to your company.

  6. Planning • New Horizon Financial is a full service investment firm dedicated to helping the business owner and staff with their retirement decisions. • Once a plan is established, we will provide the following for you and your employees.

  7. A review of their current portfolio

  8. A discussion of current market conditions

  9. A follow-up to plan asset allocation models going forward “See you in April Fred”

  10. Seminars on the current investment choices their place in your portfolio

  11. A one-on-one with an advisor to discuss employee financial goals

  12. While New Horizon Financial can not guarantee returns, the use of an advisor might help your employees to make wiser retirement decisions.

  13. Some other services New Horizon Financial provides are the following: • Mutual Funds Investing • Educational Planning • Fixed and Variable Annuities • 401k Rollover Guidance • Employer sponsored 529 college funding payroll deduction plans

  14. For any questions or comments please call (201) 489-1118 Thank you from New Horizon Financial 320 Palisade Avenue Bogota, NJ 07603 www.newhorizonfinancial.com

  15. Disclosures • *Securities offered through Cadaret, Grant & Co., Inc. Members NASD and SIPC 110 West Fayette Street Syracuse, NY 13202 315-471-2191 New Horizon Financial and Cadaret, Grant and Company are separate entities

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